build your own practice while being part of a supportive and dynamic team? We are looking for talented to enhance your expertise. Independence & Support: Enjoy the autonomy of building your practice with trust-based relationships with clients, offering ongoing support and advice. Educate clients on financial concepts
suitably qualified and experienced TECHNICAL SUPPORT ADMINISTRATOR for a growing concern, position
Offering administrative support to management.
Sales and technical client support.
General assistance
the Lead Advisor, this would entail providing support in the management of clients - from preparing financial administration team and liaising with both the investment and life insurance teams in the companies they are affiliated experience and knowledge in financial planning - life, investments, estate planning, budgeting RE5 and
the Lead Advisor, this would entail providing support in the management of clients - from preparing financial administration team and liaising with both the investment and life insurance teams in the companies they are affiliated experience and knowledge in financial planning - life, investments, estate planning, budgeting RE5 and
/>o Outlook Intermediate
o Word Basic
o Excel Intermediate
o Xero Intermediate
Behavioural
Strong computer skills (MS Office / Email). Intermediate / advanced MS Excel skills.
Previous working
qualified
the past, Pastel reporting etc – Excel skills intermediate to advance – must be able to use excel for reporting
experience
Qualifications: